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The Compound and Friends

The AI Moment Comes to Wall Street

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 3 November 2023

⏱️ 91 minutes

🧾️ Download transcript

Summary

On episode 116 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: the market's strong start to November, using AI and machine learning to find alpha, the magnificent 7, fintech stocks, the court ruling impacting real estate stocks, and much more! This episode is sponsored by US Benchmark Series. Learn more about the US Treasury 3 Month Bill ETF (TBIL) at: https://www.ustreasuryetf.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

So last time you were on the title of the show was it can't really get any worse.

0:04.0

Yeah.

0:05.0

Good call, Eric.

0:06.0

Was that October?

0:07.0

No, no, no, it was June.

0:08.0

It did get worse.

0:09.0

It got a little bit worse.

0:10.0

I mean, we got a little better and then it got a lot worse.

0:12.0

No, no, no,then it got a lot worse. No, but June 22?

0:13.2

We had a sick rally and then it got a lot worse.

0:15.9

Right.

0:17.2

Did you see the photos of the trial of SBF?

0:20.2

Did you see this?

0:22.2

It was amazing.

0:23.0

Yeah, the renderings.

0:24.0

I like the one of Caroline.

0:25.0

So Parik Patel tweeted the tinder bio versus real life.

0:29.0

I would say that Sam and Carolyn are about equal in terms of their attractiveness, right?

0:33.8

They're both nerdy-looking, not super...

0:36.8

I have no comment on that.

0:37.8

Attractive people.

0:38.8

What, I can't call Sam and Carolyn not attractive people?

...

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